Resources

Advisor Services Contact: Nick Novoselich, CPC, QPA 704-376-4420 or send him an email here. With over a decade of experience, Nick focuses on providing valuable resources and consulting expertise to professional advisors in the retirement plan market. Please contact Nick to:

discuss your plan questions,
request a proposal or plan design illustration, or
review/compare investment provider platforms and products, or
set up an appointment to discuss how Morehead can help you and your client design or enhance their retirement plan

Tools

PlanAdvisor Tools (Free Plan Benchmarking)
DALBAR (ERISA Fee Disclosure Readiness)
Benefits Link (Comprehensive Employee Benefit News)
401k Rekon (Informative Local Events for Advisors)
Free ERISA

Government

IRS (Retirement Plan Community)
DOL (Retirement Plans Section)
U.S. Tax Code (ERISA Fine Print)

Research

TAG Data (ERISA Technical Q&A Resource)
Brightscope (Plan Ratings and Investment Analytics)
401k Help Center (Assorted Information & Resources)
Investopedia (Investing Commentary & Education)

Recent News

Top 5 changes to 401(k) market in 2012 Broker-dealers up in arms 401(k) fee disclosure New Survey Reveals How 401k Plan Sponsors Rank 8 Hot Topics Recurring Deadlines for 401(k) Plans more news»

" Morehead Plan Administrators has been administering our 401k Plan for approximately three years. The transition away from our previous administrator was a nightmare; but having Morehead guide me through it was a blessing. I could not have done it on my own. I never have to worry about filing our 5500 or any other deadlines that have to be met throughout the year. I have NEVER been left "hanging" with any questions or problems concerning our plan. I would HIGHLY recommend Morehead to anyone looking for someone to administer their 401k plan. "

Office Manager - Textile Manufacturing

creative, inc.